+446.9%
BKR vs MKSI
+2,222.5%
-1,775.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -1.0% |
| 7D | -7.0% | +2.7% | -9.7% | -7.5% |
| 30D | -8.1% | -12.8% | +4.7% | -5.7% |
| 3M | -6.6% | -22.5% | +15.9% | -3.3% |
| 6M | +0.9% | +19.4% | -18.5% | -4.9% |
| YTD | +31.1% | +67.7% | -36.6% | +14.6% |
| 1Y | +27.7% | +131.4% | -103.7% | +3.7% |
| 3Y | +71.2% | +197.3% | -126.1% | +26.4% |
| 5Y | +177.6% | +87.0% | +90.7% | +117.0% |
| 10Y | +122.7% | +522.1% | -399.4% | +35.2% |
| All | +446.9% | +2,222.5% | -1,775.7% | +216.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MKSI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling